Page Comparison

Functional area

Description

ID

General

As part of this adjustment, API endpoints were expanded to include the Opportunity management functionality. These endpoints are primarily intended for OneCore Reporting in Power BI.

12999

Insurance

New field on the Insurance Contract:

• Do not Update Insurance Value

  • The field is hidden by default and its default value = No. The user can add it to the page via Personalization.

  • The user can change the value to Yes (tick) if he does not want the insurance value to be updated from the calculation input.

It can be used in cases when one insurance contract is with a different insurance value than other insurance contracts (e.g. an insurance contract for a GAP product has an insurance value equal to the purchase price after discount, but for accident insurance the insurance value is the purchase price before discount)

Contract Activation:

If the Handover Date is different from the Expected Handover Date, the system on insurance contracts, where the Do not update insurance value flag = Yes, does not update the insurance value from the calculation input.

Technical Evaluation:

The system checks the value of the Do not update insured value field on an insurance contract with Product Base Type = Property. If its value is Yes displays a message to the user and the process of the technical evaluation is complete without creating new insurance contract. The user has to closed the original insurance contract and create the new one manually.

16700